Winch Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 125 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$102,0000.0%4,078
+0.0%
0.05%
-5.9%
Q1 2020$102,0000.0%4,076
+0.3%
0.05%
+6.2%
Q4 2019$102,000
+1.0%
4,064
+0.4%
0.05%
-9.4%
Q3 2019$101,000
-1.9%
4,047
-1.7%
0.05%
-1.9%
Q2 2019$103,000
-24.3%
4,119
-23.8%
0.05%
-28.0%
Q1 2019$136,000
-90.7%
5,406
-90.7%
0.08%
-90.7%
Q4 2018$1,456,00058,0710.81%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Aurora Private Wealth, Inc. 585,782$14,703,0006.22%
Clearview Wealth Advisors LLC 182,777$4,588,0003.08%
Newport Wealth Strategies, Inc. 154,181$3,871,0002.90%
Addison Advisors LLC 95,964$2,409,0002.31%
United Asset Strategies, Inc. 517,559$12,991,0002.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 406,582$10,205,0001.97%
QUEST CAPITAL MANAGEMENT INC /ADV 290,437$7,290,0001.70%
FURE FINANCIAL CORP 94,046$2,361,0001.68%
1900 WEALTH MANAGEMENT LLC 476,818$11,969,0001.40%
Private Wealth Strategies, L.L.C. 144,008$3,615,0001.09%
View complete list of WISDOMTREE TR shareholders